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ODTUG Learn from Home S E R I E S-Automating Security Management in PBCS!
1.
Automating Security Management in
PBCS! Dayalan Punniyamoorthy Practice Manager, Inspirage
2.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.2 EPM CLOUD SOLUTIONS Financial Close and Consolidation Budgeting and Forecasting Reporting and Analytics Profitability and Cost Management Master Data Management ERP CLOUD SOLUTIONS ADVISORY MANAGED SERVICES DELIVERING ORACLE EPM & ERP CLOUD SOLUTIONS GLOBALLY NOW A PART OF The Integrated Supply Chain Specialists
3.
Ā© Copyright 2007-2020
Inspirage. All rights reserved. ORACLE EPM EXPERIENCE ā¢ OracleĀ® Certified Platinum Partner ā¢ One of the nationās leading Oracle EPM strategy & implementation firms ā¢ Successfully implemented Oracle EPM solutions for dozens of clients in the US, and abroad ā¢ Oracle EPM professional average 15 years of hands-on experience ā¢ Focused on Fortune 500 companies & large scale, enterprise-wide implementations ā¢ Deep expertise from process design to technology implementation ā¢ Proven functional and industry templates to leverage best practices ā¢ Hyperion Essbase, Planning and HFM certified professionals 3 Enterprise Planning Business Intelligence Reporting and Analytics Financial Consolidation
4.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.4 The Session will address the following points: ā¢ Introduction to Security in Oracle Planning and Budgeting Cloud ā¢ What are the artifacts/granular level that can have security in PBC? ā¢ What are the best practices for addressing security? ā¢ How can you mass update security using EPM Automate, REST API, Groovy, LCM, etc ā¢ Demo ā¢ Q&A AGENDA
5.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.5 SECURITY IN PBC Identity Domain Administrators create and manage Oracle Enterprise Performance Management Cloud users. While users are shared across test and production environments, they are provisioned separately for each environments Users ā¢ Each user who needs to access an environment must have an account in the identity domain associated with the environment. Groups ā¢ Comprising identity domain users or other groups. Assigning roles to such groups enables Service Administrators to grant roles to many users at once, thereby reducing administrative overheads. You can no longer use Access Control to import group information from a file to create groups. Similarly you cannot export group information using Access Control. You may use Migration or EPM Automate commands to export and import groups.
6.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.6 Roles Roles link users to the business activities that they are permitted to perform within an environment and the data that they can access. Predefined Roles ā¢ Service Administrator ā¢ Power User ā¢ User ā¢ Viewer SECURITY IN PBC
7.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.7 WHAT ARE THE ARTIFACTS & GRANULAR LEVEL THAT CAN HAVE SECURITY IN PBC?
8.
Ā© Copyright 2007-2020
Inspirage. All rights reserved. ā¢ Access Control enables you to complete these activities in an environment: ā¢ Managing Groups ā¢ Assigning Roles to a Group or a User ā¢ Generating a Role Assignment Report for a User or Group ā¢ Generating the Role Assignment Report For Your Environment ā¢ Viewing the User Login Report ā¢ No utilities (e.g. importsecurity/exportsecurity) we have in On-Premises version ACCESS CONTROL 8
9.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.9 ACCESS PRECEDENCE NONE Access WRITTE Access READ Access GROUP Access Highest PREDENCE Lowest USER Access
10.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.10 ACCESS CONTROL REPORTS Report that shows which Groups have access to which Dimensions and the specific values within those Dimensions.
11.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.11 OPTIONS TO ADDRESS SECURITY IN BULK? LCM (Migration) Users Groups Roles Users.xml contains all entries for user specific access Under Groups folder, each <groupname>.xml is specific to that group
12.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.12 OPTIONS TO ADDRESS SECURITY IN BULK? LCM
13.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.13 EPM Automate OPTIONS TO ADDRESS SECURITY IN BULK? ļ¼ addUsers epmautomate addUsers FILE_NAME userPassword=PASSWORD resetPassword=true|false ļ¼ addUsersToGroup epmautomate addUsersToGroup user_file.CSV example_group ļ¼ assignRole epmautomate assignRole FILE_NAME ļ¼ importAppSecurity epmautomate importAppSecurity Acl_file.CSV Acl_import_error.CSV clearall=true ļ¼ removeUsers epmautomate removeUsers Remove_Users.CSV ļ¼ removeUsersFromGroup epmautomate removeUsersFromTeam example_users.csv example_team
14.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.14 EPM Automate OPTIONS TO ADDRESS SECURITY IN BULK? ļ¼ exportAppSecurity epmautomate exportAppSecurity App_security.CSV
15.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.15 REST API Import Security (/HyperionPlanning/rest/{api_version}/applications/{application}/jobs) Manage Users Add Users (/interop/rest/security/<api_version>/users) Remove Users (/interop/rest/security/users? filename=<filename>) Assign Roles (/interop/rest/security/users) OPTIONS TO ADDRESS SECURITY IN BULK?
16.
Ā© Copyright 2007-2020
Inspirage. All rights reserved. BRINGING THE MAGIC 16 Ā© Copyright 2007-2020 Inspirage. All rights reserved.
17.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.17 OPTIONS TO ADDRESS SECURITY IN BULK? //1. //addUsersToGroup("addUsersToGrpCapEx.csv", "Accounts_CapEx"); //PUT //2. //removeUsersFromGroup("addUsersToGrpCapEx.csv", "Accounts_CapEx"); //PUT //3. //assignUsersRoles("assignUsersRoles.csv", "Mass Allocation"); //PUT //4. //assignUsersRoles("assignUsersRoles.csv", "Drill Through"); //PUT //5. //unassignUsersRoles("assignUsersRoles.csv", "Mass Allocation"); //PUT //6. //generateUserGroupReport("UserGroupReport6.csv") //7. //generateRoleAssignmentReport("RoleAssignmentReport6.csv");
18.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.Ā© Copyright 2007-2020 Inspirage. All rights reserved. DEMO 18
19.
Ā© Copyright 2007-2020
Inspirage. All rights reserved.Ā© Copyright 2007-2020 Inspirage. All rights reserved. Q&A 19
20.
Ā© Copyright 2007-2020
Inspirage. All rights reserved. www.inspirage.com Dayalan Punniyamoorthy @pdayalan www.linkedin.com/in/dayalanpunniyamoorthy/ Personal Blog: https://onlyhyperion.blogspot.com/
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